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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-27 |
Branch Locations
1490 Holland Road, Maumee, OH 43537 • United States
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • United States
Napoleon, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kroger | Bourbonnais | IL | 02/2017 | 06/2017 |
| Phil Rupp Contracting | Archbold | OH | 05/2017 | 08/2017 |
| First Federal Bank Of The Midwest | Bryan | OH | 10/2018 | 05/2019 |
| Pnc Investments | Cleveland | OH | 06/2019 | 01/2021 |
| Olivet Nazarene University | Bourbonnais | IL | 08/2014 | 05/2018 |
| Goodwill | Bourbonnais | IL | 02/2018 | 05/2018 |
| Unemployed | Ridgeville Corners | OH | 05/2018 | 10/2018 |
| Pnc Investements | Cleveland | OH | 08/2019 | 01/2020 |
| Robinhood Financial, Llc | Charlotte | NC | 01/2021 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Toledo | OH | 05/2022 | 11/2023 |
| Fidelity Investments | Perrysburg | OH | 11/2023 | 08/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2026 |
| Pnc Wealth Management, Llc. | Maumee | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-09 |
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